HomeServicesRevOps & MarTechmonday.com SolutionsAI Agents & Workflow Automation
The Smarketers helps B2B teams find the workflows worth automating, deploy monday.com AI agents and workflows with governance built in, and measure the business impact from day one.
60 minutes
A working session to identify your highest-value AI opportunities, run a first monday AI readiness assessment of your workflows and data, and recommend next steps.
No commitment required.
monday.com AI includes agents, AI workflows, AI Blocks, Sidekick and Vibe apps, and it can connect to outside AI tools through MCP. The Smarketers provides monday AI consulting and agent implementation: we select the right capability per workflow, add scoped permissions and human review, test before launch, forecast AI credit usage and report against a baseline.
Your teams are probably already trying AI tools on their own. Those tools rarely connect to how work actually gets done, so results stay small and hard to measure.
Requests and updates sit in email and spreadsheets, so agents have little usable data to act on.
Work waits between teams because someone has to chase status.
Your CRM and delivery tools do not stay in sync, so people copy data by hand.
Without training and a named owner, teams return to old habits within weeks.
Reports are assembled by hand, so it is hard to show what improved.
We start with the workflow that costs you the most time, rebuild it with agents and automation, and measure the change before moving on.
Availability, plan requirements and AI credit usage vary by product and release stage. We confirm the current position for your account during design.
Agents that take on defined jobs inside your workflows
Research, triage, monitoring and routine updates
A visual builder for multi-step processes, with the option to include agents
Processes that cross teams and tools
AI actions inside automations and columns
Categorizing, summarizing, extracting and drafting at the item level
An AI assistant that works across your monday.com content
Boards, summaries and day-to-day questions
Describe an app in words and build it on your monday.com data
Lightweight internal apps and portals
Meeting capture and summaries
Call notes and follow-up actions
A hosted connection that lets approved outside AI tools work with your boards
Prompt-driven access under your permissions
Standard monday.com AI covers many jobs. When your process is specific to your industry or a single business problem, we design and build a custom agent around it. Each one is scoped to a defined job, connected to the boards and systems it needs, and delivered with the same permissions, review steps and testing as everything else.
A repeatable job with clear inputs, such as triaging requests, checking submissions against criteria or preparing account briefs
A workflow common across a sector, such as IT services delivery, SaaS customer onboarding, cybersecurity case handling or healthcare technology compliance tracking
A job that spans monday.com and other tools, connected through APIs
Examples describe designs we build, not completed client projects. Availability of underlying monday.com features varies by plan and release.
We define permissions, review steps and usage limits during design, then test and document every agent and workflow before it reaches production.
8 controls designed into every agent and workflow
Agents and users only see and change what their role requires.
Each agent has defined triggers, instructions, tools and boundaries.
Approvals and sensitive decisions stay with people.
Limits, monitoring and ownership agreed before launch.
Agent activity and configuration are documented and reviewable.
Data flows and connected systems assessed during design.
Functional, edge-case and end-to-end tests with real scenarios, including a trial run before agents act on live data where the feature is available.
Phased release to a pilot group before wider adoption.
Security, privacy and compliance requirements are reviewed during discovery and solution design. We apply the monday.com controls available on your plan. See monday.com’s Trust Center for its security and compliance commitments.
Your data and permissions in monday.com
Approved assistants and models work with your boards under your permissions.
Which of these your solution uses depends on the workflow, your plan and the systems involved.
Many monday.com AI capabilities consume AI credits, and each one consumes them differently. Usage depends on the product, how often an agent or workflow runs and how complex the task is. Credit rules also differ by product and plan, so we check the position for your account rather than assume it.
monday.com subscriptions and AI usage are billed by monday.com and are separate from our implementation services. Where a standard automation will do the job at lower cost, we use that instead of an agent.
Credit position confirmed for your account and plan during design.
During design, using your real volumes.
Agreed with you and monday.com.
Before launch, so nobody is surprised.
Consumption checked and tuned after launch.
Each phase ends with a sign-off, so you always know what has been agreed and what comes next.
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Agent fit comes first. We score each candidate workflow on impact, manual effort, data readiness, integration needs and risk. Where an agent is not the right fit, we document why and recommend a simpler route.
We build agents that run inside real workflows, with controls around them.
We understand the sales, marketing, delivery and reporting processes the agents sit inside.
We choose between automations, AI Blocks, workflows and agents based on fit and cost.
Our AI and automation capability covers agentic workflows, integrations and the logic between them.
Success is defined first and reported after launch.
Our team has completed:
Our AI Agents for Marketing practice runs AI-driven workflows for B2B clients.
Our AI Transformation Partner approach for monday.com is published in full.
monday agents take on defined jobs inside your workflows, such as triaging requests, researching accounts or flagging risks. We design each agent with its own triggers, instructions and boundaries, and test it before it acts on live data.
No. monday.com AI features are available to paying accounts, and many of them consume AI credits depending on the product and the complexity of the task. Pricing and plan requirements are set by monday.com. We forecast your likely usage during design and help you control it.
It can be, with the right design. We set permissions by role, scope each agent’s actions, keep human review where decisions need it, agree usage limits before launch and test thoroughly. Agent activity is documented and reviewable.
Start with a workflow that is frequent, manual and has reasonably clean data, such as lead triage, intake routing, deal-risk monitoring or project status reporting. We score candidates in discovery and you approve the priority list.
No. AI capabilities work across monday.com products. The best starting point depends on where your workflow lives. Revenue workflows often start in monday CRM, and operations workflows in Work Management.
Yes. monday.com provides a hosted MCP server that supports approved AI tools. We help you decide where it fits, set permissions and account for API limits.
Product availability changes quickly. We confirm the current status of each feature for your account and plan during design, so you build on what is available now.
Yes, with care. Security, privacy and compliance requirements are reviewed during discovery, and any specific regulatory requirement must be validated before a workflow is designed.
We review adoption, workflow performance and AI behavior, then recommend tuning, new use cases or ongoing managed AI support.
Tell us where work is slow, repetitive or hard to scale. Our team will help you map the workflow, assess where monday.com AI fits, and find the best place to start.
No commitment required.
A focused working session to understand your process, assess AI readiness, and identify practical transformation opportunities.
